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Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) started seeing shipments of memory known-good dies (KGD) pick up in March, which the company views as an indication of demand recovery.
India has offered nearly US$100 billion to encourage locally-made chips. However, most applicants for the incentive scheme are having difficultines in getting licensed production-grade technology.
In recent years, the scale of the industrial IC market has followed the development track of industrial IoT and has gradually become a key market that's garnering the attention of major semiconductor suppliers. Among them, the industrial microcontroller unit (MCU) market has emerged to be a field that western IDMs like STMicroelectronics (STM), Analog Devices (ADI), and Texas Instruments (TI) are closely following.
As charging and storage space demand for mobile devices like handsets, notebooks, and tablets continues to rise, major consumer electronics brands and third-party suppliers of accessories are successively releasing fast charging devices adopting third-generation semiconductor GaN technology, according to industry sources.
Nvidia has just released its midrange gaming GPU, RTX 4070, but its backend partners have yet to see the client show intention of scaling up production for the RTX 40 series, according to industry sources.